Plante Moran Financial Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Plante Moran Financial Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,892	Closed	-$227K	–	958
2016 Q3	$227K	Hold	2,892	–	–	0.15%	105
2016 Q2	$223K	Hold	2,892	–	–	0.16%	105
2016 Q1	$218K	Hold	2,892	–	–	0.17%	99
2015 Q4	$203K	Hold	2,892	–	–	0.15%	107
2015 Q3	$194K	Hold	2,892	–	–	0.15%	108
2015 Q2	$213K	Buy	+2,892	New	+$220K	0.15%	107

Other funds holding AIVL

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return